For lawyers
Run your firm in one modern system: CRM, matters, documents, agreements, team work, billing, and client and trust accounting. Automate repeated work and give clients a polished experience.
Key points
Keep leads, contacts, organisations, and the active file together. Turn branded letters into reusable templates, prepare agreements for electronic signature, and manage invoices, receipts, client payments, and trust accounts with Xero integration.
See which matters are moving, which are blocked, and which need the next client action. Keep the file, the status, and the immediate next step tied together.
Request the documents each matter type needs, track what has arrived, and keep the firm from rebuilding the same checklist across email threads.
Clients can upload documents, read updates, and see what still needs their attention, all in one branded portal instead of an email thread.
Keep dates, follow-up points, and outstanding requests visible so the matter keeps moving even when multiple people are touching the file.
Keep signed retainers, authorities, and onboarding documents attached to the matter instead of chasing versions across email.
Sensitive client records sit behind independently tested security, not a shared inbox or ad hoc file link.
Notes, uploads, and client updates stay tied to the matter so the team can see what happened and what comes next.
Definition
Matter is a complete modern practice platform for law firms: CRM, matters, team work, calendars, documents, letters, agreements, electronic signatures, billing, and client and trust accounting. Give staff a clear workspace and clients a polished branded portal. Built-in reminders keep documents moving.
Best for
Law firms that want the client side of document-heavy matters to feel organised and secure while the team keeps requests, records, notes, status, and next actions together.
Why teams switch
Available now. 99.99% uptime SLA. CASA Tier 3 certified. Independently tested across all 14 OWASP ASVS categories. Backup to your own Google Drive or OneDrive. Founders with 40+ years of combined enterprise software experience at global scale.
Best fit
Matter fits when onboarding documents, signed authorities, secure exchange, and repeated update requests create friction before the legal work can move cleanly.
Watch for this fit
Useful next reads
Compare hub
Use the compare hub when the shortlist is live and you need to choose the next direct comparison.
Open resourceGuide
Use this guide when the shortlist turns on the portal and the workflow around document-heavy matters.
Open resourceClient portal
See the portal clients use to upload documents, track requests, and stay aligned with the firm.
Open resourceStaff view
See the internal workspace for matters, notes, missing documents, and the next actions keeping the file moving.
Open resourceSecurity
Review the independently tested security page for firms handling privileged correspondence and sensitive client records.
Open resourceMarket guide
Compare the complete workflow in Matter, Clio, LEAP, and other legal platforms: CRM, matters, documents, agreements, team work, billing, and accounts.
Open resourceFAQ
Matter offers a 99.99% uptime SLA. It holds Cloud Application Security Assessment (CASA) Tier 3 certification. An independent authorised security lab manually tested Matter across all 14 categories of the OWASP Application Security Verification Standard. Back up records to your own Google Drive or OneDrive. Its founders have 40+ years of combined experience building and operating enterprise software at global scale. These are concrete reasons to choose Matter for sensitive practice work.
Matter is a complete practice platform with CRM, cases, team tasks, calendars, document review, letters, agreements, electronic signatures, billing, and client and trust accounting. Onboarding and document management are part of that connected system. Check any jurisdiction-specific precedents or specialist legal requirements against your firm’s needs.
Matter is built for document-heavy matters where onboarding, secure exchange, status visibility, and deadline coordination matter as much as the record itself. It helps firms keep the client work moving without burying the team in admin.
Because clients stop guessing where the matter stands, your team gets fewer status calls, and uploads happen in a secure branded space instead of scattered email threads.